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iShares ESG Aware MSCI EAFE ETF
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Overview Fund Activity

573 hedge funds and large institutions have $6.57B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.31%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
180
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
1
Ellevest Inc
New York
$62.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$83.8M
3
Northern Trust
3
Northern Trust
Illinois
$298M
4
Bank of America
4
Bank of America
North Carolina
$754M
5
Betterment LLC
5
Betterment LLC
New York
$321M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$410M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$87.5M
3
BlackRock
3
BlackRock
New York
$96.3M
4
Jane Street
4
Jane Street
New York
$12.3M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$464M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$45.9M +$322K +4,035 +0.7%
M&T Bank
27
M&T Bank
New York
$43.3M +$2.9M +36,272 +7%
Creative Planning
28
Creative Planning
Kansas
$40.7M +$123K +1,543 +0.3%
SEI Investments
29
SEI Investments
Pennsylvania
$38.4M -$2.44M -30,568 -6%
FT
30
Fiduciary Trust
Massachusetts
$36.7M +$1.34M +16,811 +4%
LPL Financial
31
LPL Financial
California
$36.4M +$1.36M +16,989 +4%
DADC
32
D.A. Davidson & Co
Montana
$32.5M +$84K +1,051 +0.3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31.3M +$1.47M +18,355 +5%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$30M -$5.01M -62,700 -14%
EWA
35
EP Wealth Advisors
California
$29.9M -$751K -9,403 -2%
MWM
36
Mission Wealth Management
California
$29.6M +$4.11M +51,437 +16%
I
37
IMPACTfolio
Colorado
$28.9M -$1.37M -17,160 -5%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$28.7M +$4.1M +51,270 +17%
Corient Private Wealth
39
Corient Private Wealth
Florida
$26.6M -$1.82M -22,744 -6%
FNWM
40
Financial Network Wealth Management
Utah
$25.6M +$12.5M +157,033 +96%
EWM
41
Empirical Wealth Management
Washington
$25.4M +$1.06M +13,263 +4%
CFG
42
Citizens Financial Group
Rhode Island
$24.5M -$669K -8,366 -3%
HCM
43
Howland Capital Management
Massachusetts
$22.7M -$1.8M -22,509 -7%
AG
44
AlTi Global
New York
$21.7M -$2.83M -35,415 -12%
HNW
45
High Note Wealth
Minnesota
$21.7M +$2.45M +30,604 +13%
LSAG
46
Lake Street Advisors Group
New Hampshire
$19.8M -$1.58M -19,716 -7%
KeyBank National Association
47
KeyBank National Association
Ohio
$19.4M +$719K +8,999 +4%
AIA
48
Ally Invest Advisors
North Carolina
$19M +$368K +4,606 +2%
MD
49
Money Design
Japan
$18.9M -$146K -1,833 -0.8%
MML Investors Services
50
MML Investors Services
Massachusetts
$18M +$26.2K +328 +0.1%
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